Mexicanos_Informados_Deployment_Plan_with_Leadership.pptx

jturner32 0 views 9 slides Oct 10, 2025
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About This Presentation

A pitch to increase the number of mexican americans who invest their money.


Slide Content

Mexicanos Informados Project Plan Financial Wellness for Immigrants – Passive Income Strategy

Motivation & Leadership Perspective • This initiative is rooted in servant leadership — empowering others through access to financial knowledge. • Inspired by global ethics: all individuals deserve equitable access to tools for economic security. • Aligns with principles of Corporate Social Responsibility (CSR): addressing socioeconomic gaps in immigrant communities. • Aims to build financial dignity and self-sufficiency in historically underserved populations. • Encourages community-led growth by planting seeds of financial empowerment from within.

Objective Empower Mexican immigrants to build passive income. Focus on practical steps and culturally relevant examples. Use simple language, community ties, and hands-on learning.

Deployment Timeline Week 1: Kickoff with volunteers Weeks 2-3: Promotion via flyers and Facebook Week 4: First workshop during rosary gathering Weeks 5-10: Weekly sessions with increasing depth Week 11: Midpoint celebration Week 12+: Expand based on interest and feedback

Curriculum: Making Money Work for You Session 1: Intro to Passive Income Session 2: Building Savings Session 3: Side Hustles to Passive Income Session 4: Investing Basics Session 5: Real Estate Overview Session 6: Your Passive Income Plan

Tools for the Workshops Printable worksheet: 'Mi Plan para Hacer que Mi Dinero Trabaje' Bilingual handouts and vocabulary Visual aids (charts, examples) Community storytelling and sharing

Engagement & Outreach Leverage word-of-mouth and cultural trust points Promote through bakeries, churches, local Facebook groups Provide food and childcare to increase attendance Highlight success stories within the group

Measuring Success Attendance tracking Feedback surveys Savings and investment goals set by participants Stories of small wins and personal progress

Next Steps Finalize curriculum materials Schedule first 3 sessions and confirm locations Train volunteer facilitators Print worksheets and flyers Launch with excitement and support!
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